See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 65 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Account Maintenance | $26,148 |
COMMERCE BANK4 years Service code 26 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Advisory (Participants) | $20,487 |
DEBOER & ASSOCIATES, PC6+ years Service code 10 · EIN 47-0836395 | Accounting | $10,149 |
COTTONWOOD ADVISORS, LLC6+ years Service code 27 · EIN 20-4591722 | Advisory (Plan) | $5,376 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,216 | $77,660-30.2% | $109,143-50.3% | $79,386-31.7% |
| Participation rate | 99.2% | 67.8%+31.4pp | 75.9%+23.3pp | 70.7%+28.5pp |
| Annual return | 49.83% | 23.44%+26.4pp | 25.75%+24.1pp | 116.85%-67.0pp |
| Employer contribution / active EE | $4,598 | $2,797+64.4% | $3,722+23.5% | $2,427+89.4% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $469 | $732-35.9% | $6,752-93.0% | $626-25.1% |